Back to filter
Original filing (PDF)20250820151823NAL0003432161001
ANZU PARTNERS, LLC
Form 5500-SF
FILING_RECEIVED
ANZU PARTNERS 401(K) PLAN
401(k) retirement plan
Active participants
52
Accounts w/ balance
82
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANZU PARTNERS, LLC.
Plan sponsor
Name
ANZU PARTNERS, LLC
EIN
47-1941576
Address
12610 RACE TRACK ROAD · SUITE 250 · TAMPA, FL · 33626
Phone
(202) 271-4048
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-20
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Management of Companies / Holdings plans
TIKIGAQ CORPORATION
TIKIGAQ CORPORATION 401(K) PLAN
$5.4M · 132 participants
A-COM ENTERPRISES, INC.
A-COM ENTERPRISES 401(K) PLAN
$5.4M · 88 participants
BRAZOS HIGHER EDUCATION SERVICE CORPORATION, INC.
SEVERANCE PAY PLAN OF BRAZOS HIGHER EDUCATION SERVICE CORPORATION, INC.
$5.4M · 30 participants
PET PROCESSORS, LLC
PET PROCESSORS, LLC 401(K) RETIREMENT PLAN
$5.4M · 65 participants
NLU INCORPORATED
NLU INC 401(K) PLAN
$5.4M · 35 participants
XL COMPANIES, LLC
XL COMPANIES 401(K) RETIREMENT PLAN
$5.4M · 989 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants